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ORTFX vs UTAYX
ORTFX vs UTAYX Comparison
Open Charts ORTFX vs UTAYX
NYLI MacKay Oregon Muni
Price$10.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets274.01M
NYLI MacKay Utah Muni
Price$9.47
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets185.69M
ORTFX vs UTAYX Comparison Chart in %
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ORTFX vs. UTAYX commentary
Aug 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ORTFX is a Hold and UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 274M vs. UTAYX (186M). UTAYX pays higher dividends than ORTFX: UTAYX (3.78) vs ORTFX (3.09). ORTFX was incepted earlier than UTAYX: ORTFX (39 years) vs UTAYX (29 years). UTAYX (0.75) is less costly to investors than ORTFX (0.71). UTAYX is a more actively managed with annual turnover of: 34.00 vs. ORTFX (23.00). UTAYX has a lower initial minimum investment than ORTFX: UTAYX (0) vs ORTFX (1000). UTAYX annual gain was more profitable for investors over the last year : 1.23 vs. ORTFX (0.30). UTAYX return over 5 years is better than : -0.60 vs. ORTFX (-3.18).
| ORTFX | UTAYX | ORTFX / UTAYX | |
| Total Expense Ratio | 0.71 | 0.55 | 129% |
| Annual Report Gross Expense Ratio | 0.71 | 0.75 | 95% |
| Fund Existence | 39 years | 29 years | - |
| Gain YTD | 0.346 | 0.812 | 43% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 186M | 147% |
| Annual Yield % from dividends | 3.09 | 3.78 | 82% |
| Returns for 1 year | 0.30 | 1.23 | 25% |
| Returns for 3 years | 2.86 | 4.53 | 63% |
| Returns for 5 years | -3.18 | -0.60 | 527% |
| Returns for 10 years | 10.03 | 16.64 | 60% |
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